Pallone Financial Services is an independent financial planning firm established in 1996.
We offer a wide array of investment brokerage services and focus on working with individuals and small business owners to develop comprehensive financial plans and present solutions for managing wealth. As an Independent Broker of insurance and investment products we don’t represent just one company, we search the market for products that fit your personal situation. We will analyze your current financial position, identify your needs, and develop a plan that fits your individual situation regarding your Investments, Life Insurance,College Funding and Retirement Planning.
Newsletters
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.